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  城堡投资创始人兼首席执行官肯·格里芬(KenGriffin)当地时间周三表示,美国总统特朗普挑起的全球贸易争端,正在损害美国的国家形象及美国国债市场的声誉。

  这位曾投票支持特朗普的共和党“大金主”,当天在华盛顿出席一场经济峰会时警告称,“美国不仅是一个国家,它更是一个全球性品牌。无论是我们的文化、金融实力还是军事实力,美国早已超越普通国家的范畴,并成为世界大多数国家的向往目标。而如今我们正在侵蚀这个品牌。”

  本月早些时候,特朗普祭出了美国几代人以来最高的进口关税税率,此举震惊了全世界,并引发了金融市场的剧烈波动。而在上周,特朗普又一度威胁将解雇美联储主席鲍威尔,引发了人们对美联储独立性动摇的担忧。

  受政治紧张局势影响,美国国债收益率本月早些时候一度大幅攀升,美元兑主要非美货币则全线重挫,显示投资者正在撤离美国这个传统“最安全”的投资目的地。

  对此,格里芬指出,“在金融市场上,没有任何能与美国国债市场、美元的实力相提并论。美国国债的信用价值曾无可匹敌,但现在我们正在让这个金字招牌承担风险。”

  现年56岁的格里芬警告称,美国正在“拿自己的国家品牌冒险”。他认为特朗普的关税措施可能适得其反,没人会争先恐后地来美国建厂,政策反复无常实际上削弱了原本希望实现的目标。

  格里芬还表示,特朗普发动的贸易战打乱了商界领袖们未来四年专注于增长的规划。

  各大公司首席执行官原本期待能迎来很长一段长期稳定、无需应对新规的时期。遗憾的是,这场已经演变得荒谬的贸易战让我们不得不花时间去思考供应链问题,”格里芬在接受采访时表示。他将特朗普目前的执政表现评价为“好坏参半”。

  尽管格里芬曾表示认同特朗普对美国所面临挑战的判断,但他此前就已批评过特朗普的关税政策。周三,他重申,特朗普在移民政策和削减政府浪费方面的作为是其上台以来的重大政绩。

  “特朗普总统对发现问题有着极其敏锐的直觉,”格里芬表示。“但我们推进得太快、太杂乱,在试图解决一些确实存在的问题时,反而打碎了很多东西。”

  格里芬旗下的城堡基金在2025年初管理着超过650亿美元的资产。在去年的大选中,格里芬曾投票支持特朗普,他也是共和党政客背后的巨额资助者。不过,他一直对特朗普的贸易政策持严厉批评态度,称总统的言论存在“夸夸其谈”倾向。

  丰田汽车公司周四表示,其3月份海外销量创下历史新高,受4月初美国进口关税生效前北美销量激增的推动。

  该公司3月份在海外市场销售了814,105辆汽车,较上年同期增长6.7%。由于强劲的需求和潜在的关税影响,该公司在北美的销量增长了6.8%。

  丰田公布3月份全球产量同比增长9.1%,达到880,476辆,连续第三个月增长。

  这些数据包括其豪华品牌雷克萨斯(Lexus)的产量和销量。

  来源:禾慧高宏

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